Presented by: James E. Gomes, CPA | Managing Partner

James is the firm’s Managing Partner. He has been in public accounting since 1998 and brings years of invaluable experience and leadership within the firm. This position is a natural progression in his career, reflecting his expertise and alignment with the firm’s core values and strategic goals. James oversees the operations and strategic direction of the firm. His focus is also on supporting partners and staff, and ensuring clients receive the highest standard of service.

James  has significant experience with not-for-profit organizations including labor unions, trade and professional associations, charitable organizations, foundations, advocacy groups and employee benefit funds. James serves as the North American Chair of Morison Global, an association the firm is affiliated with. He also serves on Morison’s International Board of Directors.

Presented by: Jesse C. Sargent | Principal

Jesse has significant public accounting experience in the specialized field of tax-exempt organizations including nonprofits, charitable entities, trade and professional associations, labor unions, employee benefit plans, and others. He is responsible for all aspects of client service and engagement management including engagement budgeting, supervision of staff personnel, preparation of financial statements, tax filings and informational returns. In addition to his client responsibilities, Jesse frequently assists with on-boarding of new employees/interns and facilitates continuing training and education programs for staff auditors. He is also a member of the firm’s Audit and Accounting Committee and has been instrumental in development of Calibre’s Diversity, Equity, and Inclusion (DEI) initiatives.

Presented by: Mary Margaret Prange, CPA | Partner

Mary Margaret is an Audit partner with Calibre CPA Group and has been in public accounting since 2001. She has significant audit experience with labor unions and their related employee benefit plans, not-for-profit organizations including trade and professional associations, charitable foundations, advocacy groups, and faith-based organizations. She is the head of the firm’s Continuing Education Committee and is responsible for planning, developing and delivering a majority of the firm’s internal Continuing Professional Education (CPE) programs each year in coordination with the firms Director, Training and Development. She is also responsible for developing and administering the firm’s summer externship and internship programming each year.

Presented by: Mark A. Batliner, CPA, CFE | Partner

Mark an Audit Partner at Calibre CPA Group and brings over 30 years of experience to the firm’s New York office.

Mark has expertise in reporting and compliance for labor organizations and employee benefits plans, including extensive knowledge of Forms 5500, 990, and LM-2.

Mark is also a Certified Fraud Examiner (CFE). CFE’s are trained to identify the warning signs and red flags that indicate evidence of fraud and fraud risk. Mark attends the Annual ACFE Global Fraud Conference where he receives anti-fraud training and education, strengthening his understanding and awareness of various schemes and the best practices for preventing and detecting fraud.

Presented by: Michael Stoyanovich, Vice President and Senior Consultant | Segal

Michael is a Vice President and Senior Consultant in Segal’s Administration & Technology Consulting (ATC) practice. He is located in the firm’s San Francisco office and has over 20 years of experience in the technology and benefits industries. Michael has extensive expertise in employee benefits plan administration and technology and considerable experience working with multiemployer plans.

Michael leads Segal’s cybersecurity team within the ATC practice and has been fundamental in establishing cybersecurity services to assist our clients. His cybersecurity work has included creating organizational security controls frameworks, defining and reporting on cybersecurity governance progress, performing cybersecurity training and establishing a third-party vendor assessment service to identify business partners who may be putting client data at risk.